Platinum Relationship Manager

We are seeking a talented and experienced professional to join Kotak Mahindra Bank Ltd as a Platinum Relationship Manager in our Branch Banking-Relationship Management department. In this role, you will be responsible for building and maintaining strong relationships with our valued household clients, offering them a personalized and exclusive banking experience. Your expertise and dedication will contribute to the banks success and help us achieve our growth objectives.

• A bachelors degree in finance, business administration, or a related field is preferred.
• Minimum 5 years of experience in relationship management, preferably in the banking sector.
• Proven track record of successfully managing high-value client relationships and achieving sales targets.
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
• Strong knowledge of banking products, services, and regulations, particularly in the household segment.
• Analytical mindset with the ability to interpret financial data and provide insightful recommendations.
• Proficiency in using CRM systems and other relevant banking software.
• Ability to work independently and manage a diverse portfolio of clients.
• Flexibility to travel as required for client meetings and networking events.
• A self-motivated and results-driven approach to work, with a passion for delivering exceptional client experiences.

• Develop and execute strategic plans to acquire and retain high-net-worth household clients.
• Build and nurture long-lasting relationships with clients, understanding their unique needs and preferences.
• Offer personalized banking solutions, including wealth management, investment advice, and tailored financial products.
• Ensure exceptional client service by promptly addressing queries and providing timely support.
• Stay updated on market trends, industry regulations, and competitor offerings to provide insightful advice to clients.
• Collaborate with internal teams to deliver seamless cross-selling opportunities and enhance client experiences.
• Conduct regular client reviews and provide periodic performance updates to maintain transparency.
• Identify and mitigate potential risks associated with client relationships, ensuring compliance with bank policies.
• Participate in networking events and industry forums to expand the banks presence and client base.